Amazon's New Customer
June 20, 2017 11:40 AM Subscribe
Ben Thompson at Stratechery argues that Amazon's recent acquisition of Whole Foods (previously) is all about buying a new "first and best" customer for its logistics ambitions: "Unlike Whole Foods, Amazon has no desire to be a grocer, and contrary to conventional wisdom the company is not even a retailer. At its core Amazon is a services provider enabled — and protected — by scale." In a few years we'll probably be calling this article prescient.
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